Thank you to Shyam for coming on! Shyam - https://x.com/ssankar Order Mobilize - https://amazn.so/nGCMeN6 Amit - https://x.com/amitisinvesting 00:00 - Intro 01:02 - How Shyam got to Palantir 02:19 - Palantir's Journey over the years 07:40 - Why is now the time to mobilize 09:40 - Hardware vs Software 14:57 - The Youth and Communism 20:15 - US vs China 22:24 - AI Doomerism 26:21 - Palantir's impact on how Shyam thinks of AI 29:12 - CEOs making the doomer case vs optimistic case 34:50 - Rapid Fire